myWescottVault®
ABOUT WESCOTT: Our TEAM

Experts at Your Table

At Wescott, you do not get just one advisor, you get an entire team of specialists working together on your behalf. Our multidisciplinary approach brings together nearly 50 professionals with more than 65 designations and certifications, all united by a shared mission to help clients achieve their goals.

  • Team

      • Our Team

      Grant Rawdin

      Grant Rawdin

      J.D., CFP®
      Founder and CEO
      1-215-979-1600
      Carrie Delgott||

      Carrie M. Delgott

      MBA
      President, Chief Operating Officer/Chief Compliance Officer
      1-215-979-1619
      Mark McCarron|||||||

      Mark E. McCarron

      CFA
      Partner and Chief Investment Officer
      1-215-979-1668
      Stephanie James

      Stephanie M. James

      MBA, CFP®
      Partner, Managing Director of Advisor Services and Senior Financial Advisor
      1-215-979-1694
      Margie Abrams

      Margaret M. Abrams

      PHR, SHRM-CP
      Partner and Director of Human Resources and Administration
      1-215-979-1601
      ||||||||||||||||||||||||||||

      Robert A. Bap-Wasko

      CFP®, CPA
      Partner and Senior Financial Advisor
      1-215-979-1627

      Krystal Barone

      Client Service Associate
      1-215-209-4115
      |

      Amber A. Bentley

      Business Development Assistant
      1-215-979-1913
      Andrea Berger|

      Andrea S. Berger

      CFP®
      Senior Financial Planning Analyst
      1-215-979-1608

      Cynthia J. Bucher

      Manager of Trust and Client Services
      1-305-960-2223

      James P. Ciamacco

      MT, CFP®
      Senior Financial Advisor
      1-215-979-1911

      Kojo B. Colecraft-Addison

      Assistant Financial Advisor
      1-215-979-1667
      Christopher Cortese

      Christopher A. Cortese

      MSTFP, CFP®
      Partner, Senior Financial Advisor and Director of Next Gen Advisor Development
      1-215-979-1669
      ||

      Luisa A. DeLaTorre

      FPQP™
      Client Service Associate
      1-215-979-1656
      Wendy Ellis|

      Wendy M. Ellis

      MBA, CFP®
      Financial Advisor
      1-215-979-1613
      Daniel Esquirell|

      Daniel J. Esquirell

      MBA, CFP®, CPA
      Principal and Senior Financial Advisor
      1-215-209-4108
      Timothy Ferko|

      Timothy F. Ferko

      MBA, CFP®, ChFC®
      Director of Harleysville Office and Senior Financial Advisor
      1-215-209-4102
      Ollisha Fisher|

      Ollisha M. Fisher

      CFP®
      Associate Financial Advisor
      1-215-979-1652
      Joseph Frazer||

      Joseph A. Frazer

      CFP®
      Financial Advisor
      1-215-979-1678
      Katelyn Friel

      Katelyn O. Friel

      Manager of Marketing and Communications
      1-215-979-1660
      Fuiman Richard

      Richard Fuiman

      MSA, CPA
      Manager of Investment Operations
      1-215-979-1579
      |

      Sandra E. Goodstein

      MSFS, CFP®, CDFA
      Emeritus Financial Advisor
      1-215-979-1900
      Susan Green

      Susan M. Green

      J.D., CFP®
      Partner, Senior Financial Advisor and Director of Financial Planning Standards
      1-215-979-1610

      Peter T. Henson

      CFP®, AAMS®
      Financial Advisor
      1-215-209-4116
      |||Rebecca Iacopelli

      Rebecca E. Iacopelli

      MT, CFP®, CFA
      Senior Financial Advisor
      1-215-979-1687
      Benjamin Janssen|

      Benjamin G. Janssen

      MBA, CFP®
      Financial Advisor
      1-215-979-1666
      |

      Charles H. Johnston

      CFP®
      Associate Financial Advisor
      1-215-979-1654

      Ashley A. Jones

      Advisor Support Specialist
      1-215-979-1617
      David Lafferty

      David B. Lafferty

      CFP®
      Partner and Senior Financial Advisor
      1-215-979-1606

      Matthew D. Lafferty

      Assistant Financial Advisor
      1-215-979-1674
      ||

      Bethany J. Landis

      CFP®, CFS®
      Principal and Senior Financial Advisor
      1-215-209-4111
      Scott Levin|

      Scott H. Levin

      J.D., LL.M., MBA, MCEP®, CFP®, ChFC®, CAP®
      Financial Advisor and Senior Estate Planning Specialist
      1-215-209-4103
      |

      Emma L. Linke

      FPQP™
      Technology and Operations Analyst
      1-215-209-4122

      Karen B. McIntyre

      CFP®
      Partner, Senior Financial Advisor and Business Development Officer
      1-215-979-1683
      Scott Michalek|Stephanie James

      Scott A. Michalek

      MBA, CFP®
      Partner and Senior Financial Advisor
      1-215-979-1604
      Helen Montana

      Helen C. Montana

      Manager of Account Administration
      1-215-979-1612
      |

      Darlene L. Palmer

      CES™, FPQP™
      Office Manager/Advisor Coordinator
      1-215-209-4105

      Gregory P. Pinto

      Senior Technology and Operations Analyst
      1-215-979-1639
      Alexander Rawdin

      Alexander J. Rawdin

      CFP®
      Director of Client Development and Growth Strategy
      1-215-979-1616
      |

      Julia L. Reynolds

      Senior Client Service Associate
      1-215-979-1904
      Sean Roberts|

      Sean M. Roberts

      CFA, CFP®
      Principal and Portfolio Manager/Peer Reviewer
      1-215-209-4107
      Dave-Rueter|

      David P. Rueter

      Director of Operations
      1-215-979-1685

      Christopher A. Spay

      Trading and Operations Specialist
      1-215-979-1663

      Michael S. Stencler

      Client Service Associate
      1-215-209-4114
      Richard Volpe|

      Richard J. Volpe

      CFP®, CLU®, ChFC®, AEP®
      Partner and Relationship Advisor
      1-215-209-4104

      Amanda M. Waldner

      Executive Coordinator
      1-215-979-1625
      ||

      Justin M. Wallace

      CPA
      Associate Financial Advisor
      1-215-209-4106
      Amanda Weldon

      Amanda R. Weldon

      CIMA®
      Senior Investment Research Analyst
      1-215-979-1614
      Dan Wick|

      Daniel Wick

      CPA
      Controller
      1-215-979-1692

      How Can We Help?

      Connect with our team. Call us at 215.979.1600 or share your details below, and we’ll be in touch soon.

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